COMUNIDAD REALTY PARTNERS
COMUNIDAD FUND I MANAGER, LLC Legal Name
Adviser information for COMUNIDAD REALTY PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 76 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $264.8M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $264.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $264.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126234 |
|---|---|
| SEC ERA File Number | 801-126234 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315665 |
| Legal Entity Identifier | None |
Principal Office
5000 PLAZA ON THE LAKESUITE 195
AUSTIN
TX
United States
Monday - Friday, 8AM - 5PM
Tel: 619-955-7665, Fax: None
Chief Compliance Officer
JUAN ANTONIO MARQUEZ
5000 PLAZA ON THE LAKE
SUITE 195
AUSTIN
TX
United States
Tel:
6199557665
A*******@********************M
(Full email address available in API data)
Industry Affiliates
| COMUNIDAD REALTY PARTNERS | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| COMUNIDAD SIMFA FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| COMUNIDAD SOCIAL IMPACT MULTIFAMILY ASSETS FUND I, LP | Real Estate Fund | $1.3M | $0.2M | 7 |
| COMUNIDAD SOCIAL IMPACT MULTIFAMILY ASSETS QP FUND I, LP | Real Estate Fund | $12.7M | $0.2M | 22 |
| SIMFA PARALLEL I, LP | Real Estate Fund | $229.1M | $0.2M | 16 |
| SIMFA PARALLEL II, LP | Real Estate Fund | $21.8M | $0.2M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COMUNIDAD PARTNERS PBC | Domestic Entity | – | SOLE MEMBER | 11/2020 | > 75% |
| MARQUEZ, JUAN, A | Individual | COMUNIDAD PARTNERS PBC | PARTNER | 04/2007 | 50-75% |
| Marquez, Rachel, B | Individual | COMUNIDAD PARTNERS PBC | PARTNER | 04/2007 | 50-75% |
| MARQUEZ, JUAN, A | Individual | – | CCO, PARTNER | 04/2007 | < 5% |